The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan
Wealthtech firm provides free subscriptions to Prevail by Pascal until July 1
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
Glenn Reiner, Parham Nasseri and Karen Makedon have all joined the Toronto-based fintech provider
A home office environment shouldn’t mean you’re working 24/7
The buy side spends more on tech for trading in less liquid assets
How being transparent with your clients can help build stronger relationships
Clients demand services that are fast and convenient. E-signatures can save you and your clients time and paperwork without compromising security
There are still many steps to go through before the central bank can issue a digital offering
Scale is vital to the success of smaller investment dealers